Three Koss Olinger Partners Named 2025 InvestmentNews Excellence Awardees

We are proud to share that Will Olinger, Tim Roark, and Shannon Reintgen have been named Excellence Awardees for Advisor of the Year – Southeast Region, one of the highest accolades in the wealth management and financial planning industry.

 

This award celebrates outstanding advisors in the Southeast Region of the United States. Will, Tim, and Shannon were selected as three of only nine finalists nationwide due to their remarkable business development strategies, investment expertise, exceptional client retention, impactful speaking engagements, mentorship programs, pro-bono work, community involvement, and regulatory records.

 

The InvestmentNews Awards are a prestigious industry benchmark, honoring individuals and firms that demonstrate unparalleled dedication, integrity, and knowledge. After a rigorous national selection process marked by a record number of high-caliber nominations, Will, Tim, and Shannon were named finalists. The winner in their category will be announced at the awards gala in New York City this June.

 

This national recognition is a testament to their extraordinary service, leadership, and unwavering commitment to clients.

 

Congratulations, Will, Tim, and Shannon, on this well-earned honor!

 

To learn more about the methodology behind these awards, click here.

*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2025. InvestmentNews receives nominations from wealth management professionals and then assesses contributions of nominees from the previous 12 months to decide on Excellence Awardees. Nominees were evaluated based on business development strategies, comprehensive investment expertise, relationships with and retention of clients, active involvement in investment education, mentoring initiatives, pro-bono efforts, community engagement, and regulatory record.